+1,607.5%
MPWR vs KR
+123.5%
+1,484.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.9% | -2.4% | -1.5% |
| 7D | -2.3% | -2.7% | +0.4% | -2.2% |
| 30D | -15.4% | +1.9% | -17.3% | -15.5% |
| 3M | -19.4% | -11.0% | -8.3% | -19.1% |
| 6M | +12.7% | -20.2% | +32.9% | +13.6% |
| YTD | +31.3% | -7.3% | +38.6% | +30.9% |
| 1Y | +39.7% | -13.1% | +52.8% | +39.8% |
| 3Y | +142.2% | +29.7% | +112.5% | +126.8% |
| 5Y | +149.0% | +48.8% | +100.2% | +125.5% |
| All | +1,607.5% | +123.5% | +1,484.0% | +1,292.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded KR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling